Today
‘I thought I had dementia’: How menopause crimps income and super
Menopause costs women as much as $60,000 in retirement savings, according to ASFA.
- Sian Powell
I’m a Zillennial. Is financial advice worth it for me?
At $4700, many young Australians would think twice about taking on a financial adviser. But are there instances when it’s worth it?
- Lucy Dean
Why I’ve got more in my super than when I retired 11 years ago
Choosing the right financial adviser can help set strategies, achieve goals and protect wealth. Here’s how to find the right one – and how much you should pay.
- Duncan Hughes
How this Millennial plans to retire at 35
Saving hard and opting out of the consumer lifestyle has helped these people retire decades before their parents did.
- Bianca Hartge-Hazelman
This Month
Forget Boomers. Millennials, your next landlord could be a best mate
For decades, Millennials and Generation Z have blamed Baby Boomers for locking them out of the housing market. But what happens when wealthy Boomers start to give their kids cash?
- Lucy Dean
April
What to do in your 20s, 30s and 40s to build wealth
Avoid ‘lifestyle creep’, establish good saving habits and pay down debt to get ahead.
- Lucy Dean
Is it worth getting a Qantas home loan for the points?
It’s no good getting a ‘free’ one-way ticket to France but having no money to buy yourself a decent pain au chocolat.
- Penny Wise
March
Where Australia’s top investment bankers live
Privacy, prestige and access to the best schools in Sydney mean these suburbs are where deal makers call home.
- Aaron Weinman
What if the 1pc aren’t getting that much richer?
A new understanding of the US economy suggests members of the 99 per cent are a lot wealthier than they look.
- Rogé Karma
How much should I spend on an engagement ring?
In a stroke of 1930s marketing genius, De Beers convinced men they needed to spend at least a month’s salary on a diamond engagement ring. But is that really a good rule of thumb?
- Penny Wise
- Opinion
- Budgeting
The seven mind tricks brands use to keep you spending
Brands use sophisticated tactics to encourage you to spend more.
- Emma Edwards
ANZ’s private bank joins crowded race for country’s richest families
The local bank has penned a deal with a fixed-income manager to tailor a bond portfolio for its richest clients.
- Aaron Weinman
In minutes, first-home buyer Beth added $62k to her borrowing capacity
When Beth Brown reduced her credit card limit, her borrowing capacity shot up by $62,000.
- Lucy Dean
February
How AI can help with financial advice
Financial planners are already in short supply. This is how AI can help them spend more time with clients.
- Christopher Niesche
The best mix of assets for your retirement portfolio
Financial advisers say moderately wealthy Australians and those better off can afford to stay weighted to growth assets into retirement.
- Tom Richardson
From Sydney to Siena: Sort your finances to retire abroad
You’ve hit 60, you’ve got your super and your time is your own. Should you make that move to Tuscany?
- Sylvia Ramsey
How to pass on a prized collection to your kids
Precious collections of art, furniture, wine and watches are increasingly part of inheritances. What’s the best way to pass on these assets?
- Bianca Hartge-Hazelman
Ord Minnett rolls out first graduates to tackle adviser shortage
With new starters in its Sydney and Melbourne offices, the stockbroking firm joins a growing list of advisory shops welcoming graduates into their ranks.
- Aaron Weinman
- Exclusive
- Rich List
Former Credit Suisse, HSBC bankers target ultrarich with new bank
Volans opens its doors in May. It already has 17 employees on its books and is in the process of applying for a banking licence.
- Primrose Riordan
January
We fight over whether to send our kids to public or private schools
Private schooling can cost nearly $400,000, so it’s important to make sure you and your partner are on the same page.
- Penny Wise
